Craig
Slaubaugh
Waldron Private Wealth
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About this Advisor
Craig Slaubaugh is a certified financial planner based in Bridgeville, Pennsylvania, with 2 years of industry experience. Slaubaugh is an employee of Waldron Private Wealth. Their career trajectory has included roles at Pnc Investments, LLC, Waldron Private Wealth, LLC, Hbks Wealth Advisors, North Allegheny School District, Lincoln Investment and Key Investment Services, LLC. Slaubaugh holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania and Texas. Waldron Private Wealth is a company that has its headquarters in Bridgeville, PA. The investment advisory business has offices in two locations and a total of 58 employees. It has $4 billion in assets under management between its 2,699 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 2,699 accounts, 73% are associated with high-net-worth clients who have greater than $1 million in assets. The business has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules usually depend on which service is provided. However, fees billed by Waldron Private Wealth likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waldron Private Wealth Brokerage Details
$3,569,485,533
58
2,699
$1,322,522
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Craig Slaubaugh Work History
Craig has been registered as a financial advisor for 2 years.*
Waldron Private Wealth, LLC
Hbks Wealth Advisors
Key Investment Services, LLC
Pnc Investments, LLC
Lincoln Investment
North Allegheny School District
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Slaubaugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waldron Private Wealth
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
Bridgeville, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
